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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-16-2021
- Office Locations
- 1
Office Locations
About Cipriano Wealth Management LLC
Cipriano Wealth Management is an independent, fee-only fiduciary RIA providing comprehensive financial planning and ongoing portfolio management. Led by a CERTIFIED FINANCIAL PLANNER™ with 25+ years of markets experience, the firm emphasizes transparent, tailored advice and uses technology to aggregate clients’ accounts into a consolidated view. Portfolios commonly use ETFs, mutual funds, and fixed income, with Charles Schwab as a custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL MICHAEL CIPRIANO
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2638449
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,665,072 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,665,072 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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